Atomi Financial Group’s First Trust Managed Municipal ETF FMB Stock Holding History

Atomi Financial Group’s Portfolio FMB Stock Details FMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,638	Closed	-$231K	–	1186
2025 Q2	$231K	Buy	+4,638	New	+$231K	0.01%	973
2025 Q1	–	Sell	-4,891	Closed	-$249K	–	1066
2024 Q4	$249K	Buy	+4,891	New	+$252K	0.01%	812

Other funds holding FMB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atomi Financial Group's FMB Position: Q3 2025 in Review

Atomi Financial Group sold out of First Trust Managed Municipal ETF (FMB) in Q3 2025, closing a stake of 4,638 shares — an estimated $231K sold.

Atomi Financial Group first reported a position in FMB in Q4 2024 and held it in 2 quarters. The position peaked at $249K in Q4 2024. 283 funds tracked by Wall St. Rank hold FMB as of Q3 2025.

Atomi Financial Group reported no remaining First Trust Managed Municipal ETF position as of Q3 2025 after selling out during the quarter.
Atomi Financial Group sold 4,638 First Trust Managed Municipal ETF shares in Q3 2025, an estimated $231K.
Atomi Financial Group first reported a position in First Trust Managed Municipal ETF in Q4 2024 and held it in 2 quarters.
Atomi Financial Group's First Trust Managed Municipal ETF position peaked at $249K in Q4 2024.
283 funds tracked by Wall St. Rank held First Trust Managed Municipal ETF as of Q3 2025.

Based on Atomi Financial Group's 13F filing for Q3 2025, filed 10 Nov 2025.